Vanguard Value ETF $VTV Shares Purchased by Summit Wealth & Retirement Planning Inc.

Summit Wealth & Retirement Planning Inc. grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV) by 66.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,439 shares of the company’s stock after buying an additional 4,946 shares during the quarter. Vanguard Value ETF accounts for 0.6% of Summit Wealth & Retirement Planning Inc.’s portfolio, making the stock its 25th largest position. Summit Wealth & Retirement Planning Inc.’s holdings in Vanguard Value ETF were worth $2,198,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Wilmington Savings Fund Society FSB lifted its stake in shares of Vanguard Value ETF by 18.3% during the second quarter. Wilmington Savings Fund Society FSB now owns 59,058 shares of the company’s stock worth $10,438,000 after purchasing an additional 9,135 shares in the last quarter. Leeward Financial Partners LLC grew its stake in shares of Vanguard Value ETF by 1.0% in the first quarter. Leeward Financial Partners LLC now owns 79,788 shares of the company’s stock valued at $13,783,000 after buying an additional 789 shares in the last quarter. Allspring Global Investments Holdings LLC raised its holdings in shares of Vanguard Value ETF by 402.1% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 1,426 shares of the company’s stock valued at $246,000 after buying an additional 1,142 shares during the period. Modera Wealth Management LLC lifted its position in Vanguard Value ETF by 1.9% during the 1st quarter. Modera Wealth Management LLC now owns 1,662,744 shares of the company’s stock worth $287,222,000 after acquiring an additional 31,687 shares in the last quarter. Finally, Bridges Investment Management Inc. lifted its position in Vanguard Value ETF by 1.4% during the 2nd quarter. Bridges Investment Management Inc. now owns 11,679 shares of the company’s stock worth $2,064,000 after acquiring an additional 159 shares in the last quarter.

Vanguard Value ETF Stock Up 0.6%

NYSEARCA VTV opened at $186.16 on Friday. The stock has a market cap of $148.92 billion, a PE ratio of 18.14 and a beta of 0.82. Vanguard Value ETF has a fifty-two week low of $150.43 and a fifty-two week high of $188.85. The business has a 50 day moving average price of $185.50 and a two-hundred day moving average price of $178.52.

About Vanguard Value ETF

Vanguard Value ETF (the Fund) is an exchange-traded share class of Vanguard Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Value Index (the Index). The Index is a diversified index of value stocks of predominantly large United States companies.